FUNDS MANAGEMENT

Financial planning

Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...

Financial planning

Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...

Financial planning

ANZ Banking Group plans to increase the number of financial planners from 200 to 500 by 2003, a decision that was made following its plan to expand its funds management b...

Financial planning

Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...

Financial planning

Online financial services provider Snowball Group has struck a deal with Fleet Capital with the latter purchasing all its shares and options, resulting in a capital boost...

Financial planning

Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...

Financial planning

Richard Nunn has assumed the role of general manager of IOOF's retail funds management division....

Editorial

Stock market analysts and the media often discuss the next opportunities in sectors of the Australian market. Stuart Engel asks whether they may be missing the point. S...

Financial planning

Two years ago, the funds management back office outsourcing market was dominated by BT Portfolio Services and Perpetual Fund Services. Perpetual’s move to sell off its ou...

Financial planning

Advance has built a name for itself as a consistent performer as a value manager. But all that is about to change, writes Stuart Engel. ...

Financial planning

Financial planners and investment professionals are advised to examine their professional indemnity insurance policies under new light shed by the Financial Services Refo...

Editorial

Financial services has always been a solid bet for making big money in terms of salary and the funds management industry has confirmed that in the 2001 Hays Salary Survey...

Financial planning

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

Financial planning

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

Financial planning

Prominent financial services figure Tony Ash has returned to Sydney as Zurich’s business operations manager, after spending nearly a year as Zurich Personal Financial Ser...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 4 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 7 hours ago